Our Services
We're here to help you navigate every step of your financial journey!
Reach out to our friendly team anytime, and let us know how we can assist you in achieving your goals.
Basic Budget Program
Take Control of Your Finances with the Basic Budget Program!
Personalized guidance to help you manage your money, save more, and achieve your financial goals.
Are you ready to take the first step toward financial freedom?
The Wellness Financial Coaching Basic Budget Program is designed to provide you with the tools and strategies you need to build a sustainable budget that works for your unique circumstances.
What You’ll Get:
A customized budget tailored to your income, expenses, and goals.
Insights into your spending habits and strategies to save more.
Actionable steps to prioritize your financial needs and future goals.
Tools and templates to make budgeting simple and stress-free.
Program Includes
One 60-90 minute consultation to create your budget.
A 30-minute follow-up session to track progress and adjust as needed.
Printable budgeting tools and worksheets.
Cost: $499.00 plus GST
Special Offer: Book your FREE 45-minute No-obligation session today to learn how this program will work for you!
Book today to schedule your free consultation.
Let’s build a budget that helps you thrive!
Financial Literacy
Coming Soon!
Craft a secure and fulfilling retirement with our expert guidance. We help you design a personalized strategy to ensure your future is as bright as your dreams.
Money Habitudes
A Habitude is a combination of habits and attitudes that reveal the ingrained thoughts, feelings and behaviors that influence our decisions and actions.
Used by financial professionals, coaches, therapists, educators and more to engage people in a topic that is often difficult to discuss, leading to more relevant, effective and individualized strategies.
No Jargon. No Numbers. User Friendly & Instant Insights.
Money is one of the most difficult topics to discuss. Money Habitudes is the quickest and most effective way to relate to clients so you, and they, better understand how their habits and attitudes influence their financial choices.
It’s quick and easy to do, you will receive a detailed money personality report. We would be happy to offer a free 45 minute follow up to go over your results!
$49.99 plus GST.
